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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,193 | $158,852-74.1% | $121,220-66.0% | $135,380-69.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 16.25% | -0.64%+16.9pp | 16.94%-0.7pp | 519.81%-503.6pp |
| Employer contribution / active EE | $8,269 | $5,666+45.9% | $4,023+105.6% | $4,779+73.0% |
| Participant deferral / active EE | $5,323 | $4,006+32.9% | $3,345+59.1% | $5,609-5.1% |
| Admin fee / account holder | $258 | $6,515-96.0% | $5,021-94.9% | $10,828-97.6% |